01. Adding a Service for a Client

Overview

Service Codes (commonly referred to as just "Services") are used throughout ClientTrack for a wide variety of purposes, including the tracking of Services provided directly to a specific client. This article will walk users through the steps to add a Service for a client after an Enrollment, Update, or Exit is completed.

• More About This — Further important information is found in this section.
• Details — Specific details and/or step-by-step workflows will be described in this section.
• Video — Any relevant videos will be posted in this section.

More About This

A handful of programs in Minnesota require collection of Services to record financial assistance or case management services. As of 8/1/2024, the following projects are recording services in ClientTrack:

• Minnesota Housing FHPAP
• Homework Starts with Home
• Hennepin Co. Shelter Hotline
• Ramsey Co. Single Point of Entry
• Day Shelter projects

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Details

In the Clients workspace, use the Find Client functionality to search for and locate your client's profile.

1. Once on the desired client's Dashboard, you can choose to record a Service in two ways:

   1. Scroll down to the Services section right there on the client Dashboard, and click the Review/Edit button in the top-right corner of the section:

      

   2. Or, once on the desired client's Dashboard, you can select Enrollment and Services from the menu group on the left, and click Services in the sub-menu:

      

2. Using either of the methods above will take you to the Client Services form. Click the Add New Service button in the top right-hand corner to proceed:

3. Complete the following fields - noting that only those with red asterisks are required, the rest are optional:
   1. Enrollment: The matching project Enrollment must be selected here. If the matching project Enrollment is not listed, one will need to be completed before creating and saving the Service.
   2. Grant: Leave this field blank.
   3. Service: Select the Service that applies.
   4. Date: The date the Services was provided to the client.
   5. Unit of Measure: Enter the Units Of Measure, Units, and Unit Value (if different than what is defaulted) for the Service you’ve selected.
   6. User Performing the Service: If different than the user defaulted in the field, click the magnifying glass to search for a different staff member.
   7. Comments: Add a description of the Services provided if desired.

4. Click the Save button the save this Service for your client:

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Video

Under construction, coming soon!

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Related Articles & References

Under construction, coming soon!

Core HMIS Workflow How-to Guides:

HMIS Fundamentals

ClientTrack Basics

Client Intake

Program Enrollment

Questions? Email the Helpdesk: MNHMIS@icalliances.org